Services Offered – Investment Portfolio Management
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
page-template-default,page,page-id-18079,page-child,parent-pageid-13721,bridge-core-3.1.7,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-theme-ver-30.4.2,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.6,vc_responsive

Services Offered – Investment Portfolio Management

Investment Portfolio Management

Where we manage investment portfolios for clients, we are committed to keeping you informed and up-to-date with accurate information regarding your portfolio. We can provide ongoing Portfolio Management and Reporting Services via recommended investment platforms, including:

  • On-line access to secure account information at all times
  • Investment transaction information – managed funds, shares, cash and deposits
  • Summary of portfolio asset allocation
  • Rate of return analysis – income and capital growth
  • Realised and unrealised CGT information
  • Consolidated tax reporting – interest, dividends, capital gains, franking credits

Our aim is to help our clients manage their sometimes complex affairs in a coordinated, efficient manner. We also like to ensure that you have access to data and information as required, and therefore the ability to make informed decisions.